Associate Wealth Planner - Financial Firm - Knoxville, TN

Advisor Employee Services

Posted on : 25-07-2025

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1 Vacancy

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Job Location

Knoxville, TN - USA

Monthly Salary

$ 60000 - 73000

Vacancy

1 Vacancy

Posted on : 25-07-2025

Job Description

Associate Wealth Planner

Are you looking to expand your career and be part of a successful team Are you driven self-motivated and customer-focused If you enjoy working closely with clients developing long-term relationships constantly challenging yourself and providing superior customer service and expertise then we would like to talk to you! Our well-established and growing financial firm Blue Ridge Wealth Planners in Knoxville TN is seeking to add an Associate Wealth Planner to their team.

Minimum Requirements:

Must be willing to relocate to Raleigh NC within a year New office opening
Series 65 required
College degree preferred
1-2 years of financial service is preferred

Duties and Responsibilities include:

Assist senior wealth planners and shadow their planning processes
Build financial plans suited to the clients needs
Build rapport and cultivate relationships with clients
Prepare and compile investment account information for portfolio reviews and client meetings
Ensure compliance with relevant regulations and firm policies

Salary:

$60000-$73000

Benefits:

Health Dental Vision employer covers 100% for the employee
Generous PTO
Paid major holidays (determined each year at companies discretion)
401(k) employer match up to 3%

Hours:

Monday- Thursday: 8:30 am 5:00 pm
Friday: 8:30 am 3:00 pm

Presented by Advisor Employee Services Thank you for your interest in the Associate Wealth Planner role. Advisor Employee Services a consulting firm located in Lenexa Kansas represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided at We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed please apply today!

Required Experience:

Employment Type

Full Time

Company Industry

Key Skills

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About Company

Advisor Employee Services

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Associate Wealth Planner - Financial Firm - Knoxville, TN

Advisor Employee Services

Job Description

Employment Type

Company Industry

Key Skills

About Company

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